CIO Perspectives: Beyond US valuation Premiums, Look For Global Growth
While valuations for the US largest growth leaders have skyrocketed this year, we think there are still potential opportunities to invest in both non-US and US companies that may grow earnings quickly. This week, we examine the reasons for the US valuation premium and focus in on Japan as a global opportunity.Watch Now
CIO Perspectives: An Update from the Fed Meeting and US IPO Season
The US Federal Reserve met last week and chose not to raise interest rates. What does this mean for markets? And what does the Fed have to do with IPOs? Listen as we break down the issues and what we need to watch for.Watch Now
CIO Perspectives: Is the US Recession Today Similar to the 1970s?
Welcome to this week’s CIO Perspectives. This week, we discuss the US inflation environment and looks at whether it was similar to the era of oil shocks and rate hikes of the 1970s.Watch Now
FX Perspectives: What is Behind the Greenback's Gains?
The USD has recently appreciated. Listen as our Head of Global FX Strategy explains why it has run up, and our rationale for why it may be short-lived.Watch Now
CIO Perspectives: Are banks sufficiently healthy to support a soft landing?
With employment, economic growth and inflation moderating, the Fed may have had its last hike in July and we could see a soft landing for the economy. Given this backdrop and the fact that US financials have underperformed this year, investors might ask, are banks sufficiently healthy to support a soft landing? This week, we look at a few reasons for why banks might be oversold in this environment.Watch Now